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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.

This Fund
S&P 500
This Quarter Est. Return
+3.08%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$114B
AUM Growth
+$3.58B
Cap. Flow
+$1.84B
Cap. Flow %
1.62%
Top 10 Hldgs %
9.08%
Holding
3,913
New
495
Increased
1,847
Reduced
1,145
Closed
397

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$453M
2
CELG
Celgene Corp
CELG
+$391M
3
BMY icon
Bristol-Myers Squibb
BMY
+$389M
4
GE icon
GE Aerospace
GE
+$378M
5
JNJ icon
Johnson & Johnson
JNJ
+$356M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$307M
2
COST icon
Costco
COST
+$279M
3
LOW icon
Lowe's Companies
LOW
+$273M
4
MSFT icon
Microsoft
MSFT
+$230M
5
CVX icon
Chevron
CVX
+$225M

Sector Composition

Rank Sector Weight
1 Healthcare 17.59%
2 Technology 14.11%
3 Financials 10.92%
4 Consumer Discretionary 9.85%
5 Real Estate 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GSAT icon
3626
Globalstar
GSAT
$10.7B
– –
-47,587
Closed -$307K
GT icon
3627
Goodyear
GT
$1.79B
– –
-387,700
Closed -$7.04M
GUNR icon
3628
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.99B
– –
-14,800
Closed -$485K
HAL icon
3629
Halliburton
HAL
$27.4B
– –
-1,471,495
Closed -$43.1M
HEI icon
3630
HEICO Corp
HEI
$52.3B
– –
-34,646
Closed -$3.29M
HGV icon
3631
Hilton Grand Vacations
HGV
$3.47B
– –
-181,700
Closed -$5.61M
HLX icon
3632
Helix Energy Solutions
HLX
$1.49B
– –
-47,900
Closed -$379K
HNI icon
3633
HNI Corp
HNI
$3.58B
– –
-29,900
Closed -$1.08M
HOG icon
3634
Harley-Davidson
HOG
$2.88B
– –
-232,600
Closed -$8.29M
HUN icon
3635
Huntsman Corp
HUN
$1.81B
– –
-392,500
Closed -$8.83M
AGIG
3636
Abundia Global Impact Group
AGIG
$39.2M
– –
-922
Closed -$25K
HYEM icon
3637
VanEck Emerging Markets High Yield Bond ETF
HYEM
$527M
– –
-28,700
Closed -$671K
IFRX icon
3638
InflaRx
IFRX
$293M
– –
-58,300
Closed -$2.2M
IGLB icon
3639
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.8B
– –
-16,800
Closed -$1.01M
IIIN icon
3640
Insteel Industries
IIIN
$632M
– –
-125,141
Closed -$2.62M
IJT icon
3641
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.44B
– –
-3,400
Closed -$303K
ILMN icon
3642
Illumina
ILMN
$29B
– –
-198,525
Closed -$60M
INFY icon
3643
Infosys
INFY
$50B
– –
-125,600
Closed -$1.37M
ING icon
3644
ING
ING
$102B
– –
-289,710
Closed -$3.52M
IRM icon
3645
Iron Mountain
IRM
$37.6B
– –
-89,800
Closed -$3.18M
IRTC icon
3646
iRhythm Holdings
IRTC
$4.14B
– –
-87,400
Closed -$6.55M
IRWD icon
3647
Ironwood Pharmaceuticals
IRWD
$677M
– –
-426,799
Closed -$4.84M
ITGR icon
3648
Integer Holdings
ITGR
$4.25B
– –
-113,200
Closed -$8.54M
IVZ icon
3649
Invesco
IVZ
$14.2B
– –
-968,600
Closed -$18.7M
IWN icon
3650
iShares Russell 2000 Value ETF
IWN
$14.7B
– –
-4,800
Closed -$576K
144 145
146
147 148

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Jim Simons's Q2 2019 Portfolio in Review

As of Q2 2019, Jim Simons held 3,913 positions worth $114B, up 3.3% from $110B the previous quarter. Its ten largest holdings account for 9.1% of the portfolio.

Jim Simons's Q2 2019 filing shows 495 new, 1,847 increased, 1,145 reduced and 397 closed positions. Its largest new stake was Apple: 9,290,160 shares worth $460M. The largest sale was UnitedHealth, an estimated $307M.

By sector, the portfolio is most concentrated in Healthcare at 18% of assets, up from 16% a quarter earlier, followed by Technology and Financials.

  • Jim Simons's largest Q2 2019 buy was Apple: 9,290,160 shares worth $460M.
  • Jim Simons added most to Celgene Corp in Q2 2019, an estimated $391M increase.
  • Jim Simons's biggest Q2 2019 reduction was Microsoft, cutting an estimated $230M.
  • Jim Simons fully exited UnitedHealth in Q2 2019, selling an estimated $307M.
  • Jim Simons's ten largest holdings make up 9.1% of its $114B portfolio in Q2 2019.
  • Jim Simons opened 495 new positions and closed 397 in Q2 2019.
  • Jim Simons's portfolio value rose 3.3% quarter-over-quarter to $114B.

Based on Renaissance Technologies's 13F filing for Q2 2019, filed 12 Aug 2019.